Every year about this time, my mailbox tells me it’s time to review the general guidelines on how long to keep statements, paid bills and other important paperwork. Today’s quick review should help ...

In a world increasingly shifting to digital records, it can be tempting to toss paperwork as soon as it starts piling up. But before you feed the shredder or dump it all in a drawer, there’s a method ...

Are Your Papers in Order? After going through the annual chore of filing tax returns, most people want to put the ordeal behind them. But before banishing the experience from memory, there’s one more ...

Mortgage statements and related documents are often needed for taxes, audits and legal purposes. Some paperwork, like monthly statements, can be discarded after a year, while others, such as deeds and ...

We don’t always have the answers, but we have some people on speed dial who do — which is why we present to you our series FYI where we have experts explain if lip balm is actually bad, how often ...

Certified Financial Planner Michelle Buria, the Managing Director of Choreo, has some guidelines for how long people need to keep financial documents around. “A lot of records now are electronic, and ...